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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-05-02 |
Branch Locations
Lowell, AR • United States
220 S. School Ave., Fayetteville, AR 72701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cabana Asset Management | Fayetteville | AR | 06/2016 | Present |
| Corient | Lowell | AR | 03/2025 | Present |
| Corient Services Llc | Miami | FL | 03/2025 | Present |
~ (1) Cabana Asset Management; Investment-related; Fayetteville, AR; RIA; Position: IAR; Start date: 06/2016; Approximately 15 hours/month devoted to this activity with 15 hours/month devoted during securities trading hours. ~ (2) Corient Private Wealth; Investment-related; Miami, FL; RIA; Position: Senior Client Success Specialist and Wealth Advisor; W-2 Employee; Start date: 03/01/2025; Approximately 150 hours/month devoted to this activity with 150 hours/month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-24 |
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